Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
8,897
-5,570
-39% -$735K 0.08% 180
2025
Q1
$2.17M Buy
14,467
+4,476
+45% +$671K 0.18% 86
2024
Q4
$1.52M Sell
9,991
-6,297
-39% -$958K 0.14% 110
2024
Q3
$2.77M Sell
16,288
-1,242
-7% -$211K 0.25% 69
2024
Q2
$2.89M Buy
17,530
+736
+4% +$121K 0.27% 65
2024
Q1
$2.94M Sell
16,794
-12,886
-43% -$2.26M 0.28% 63
2023
Q4
$5.04M Buy
29,680
+18,351
+162% +$3.12M 0.21% 73
2023
Q3
$1.92M Buy
+11,329
New +$1.92M 0.24% 65